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Portfolio Management for Businesses Advisors in Virginia
9,679 Results
Unclaimed

Truist Advisory Services, Inc.

location

LYNCHBURG, VA

experience

48 Years Experience

0 Disclosures

ADVISOR BIO

Michael Madden is a financial advisor with Truist Advisory Services, Inc. with over 45 years of experience in the financial industry. Michael Madden has been active in the financial industry since December 4, 1977. Michael Madden has been associated with Truist Advisory Services, Inc. since March 2021. Prior to that, Michael Madden was registered with BB&T SECURITIES, LLC from January 2013 to February 2021. Michael Madden is also a Trustee for Red Hill Patrick Henry National Memorial. Michael Madden also serves on the Board of Directors of the Lynchburg Beacon of Hope, which is a non-profit organization that helps kids in local high schools find the right career and school paths.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE
Publication of Financial Periodicals
Unclaimed

Osaic Wealth, Inc.

location

FREDERICKSBURG, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Omalley is a financial advisor at Osaic Wealth, Inc. based in FREDERICKSBURG, VA. Michael has been in the industry since 1999 and has experience in providing financial planning, portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

LYNCHBURG, VA

experience

42 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Michael Garnett Wilkerson is an investment professional with over 40 years of experience in the financial services industry. Michael is registered with Wells Fargo Clearing Services, LLC and has held positions at several other firms throughout their career. Michael is licensed in several states and holds numerous industry licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

RBC Capital Markets, LLC

location

Vienna, VA

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael Aylward is a financial advisor with RBC Capital Markets, LLC based in Vienna, VA. Michael has over 18 years of experience in the financial services industry. Michael has a wide range of experience in providing financial advice to individuals and families. Michael is also registered as an investment advisor representative in Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

State Farm Investment Management Corp.

location

Arlington, VA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Michael Anthony Garcia is a financial advisor with State Farm Investment Management Corp. Michael has been in the financial industry since 1998 and has a strong track record of providing personalized investment advice to clients. Michael has a wide range of experience and is licensed to provide financial advice in the District of Columbia, Maryland, New Jersey, and Virginia. Michael holds several industry certifications including Series 6, Series 26, Series 63, Series 65 and SIE. Michael is committed to helping clients reach their financial goals and is passionate about helping them understand their financial options.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Trainor Consulting

location

Winchester, VA

0 Disclosures

ADVISOR BIO

Michael Trainor is a Registered Investment Advisor representative with Trainor Consulting. Michael has a Series 65 license and is registered in Virginia. Michael has over 10 years of experience in the financial services industry and has worked at firms such as BNY Mellon and Anacomp. Michael offers portfolio management services to individuals.

SPECIALIZATIONS

Portfolio Management for Individuals
Unclaimed

Ascent Financial Group

location

CHARLOTTESVILLE, VA

0 Disclosures

ADVISOR BIO

Michael O'Shaughnessy is an Investment Advisor Representative at Ascent Financial Group. Michael is a registered Investment Advisor in Virginia and has been in the industry since 2014. Michael is dedicated to providing sound financial advice and guidance to individuals and families in the Charlottesville area.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Avantax Advisory Services

location

ASHBURN, VA

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Magruder is a financial advisor registered with Avantax Advisory Services. Michael is a licensed Registered Representative and Investment Advisor Representative, registered with the state of Virginia and holds a Series 6 and Series 63 licenses. Michael has worked as a financial advisor since 1994. Michael is a member of the Avantax Advisory Services team in Ashburn, Virginia. In addition to his role with Avantax Advisory Services, Michael owns and operates Michael J Magruder CPA, a tax preparation and accounting firm. He is also an agent for HD Vest Insurance Agency, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Cambridge Investment Research Advisors, Inc.

location

Charlottesville, VA

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

Michael Miller is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Michael has been in the financial services industry since 1980. Michael's areas of expertise include retirement planning, college savings, and investment management. Michael is committed to helping his clients achieve their financial goals. Michael has held previous positions at WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, E. F. HUTTON & COMPANY INC, and ANDERSON & STRUDWICK, INCORPORATED. Michael has a strong track record of success in the financial services industry and is dedicated to providing his clients with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Ameriprise Financial Services, LLC

location

FAIRFAX, VA

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Michael Allen Powers is a financial advisor associated with Ameriprise Financial Services, LLC and is currently registered in Virginia. Michael has been active in the securities industry since 2020 and holds Series 65, 63 and 66 licenses as well as Series 7TO and SIE. Michael is registered as both a Broker-Dealer and an Investment Advisor Representative in Virginia and holds several specializations in the financial services industry. Michael has experience working with a range of clients including individuals, high-net-worth individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals

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